Telemus Beacon Investment’s iShares Russell 1000 ETF IWB Stock Holding History

Telemus Beacon Investment’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$278K	Buy	+3,088	New	+$277K	0.3%	57

Other funds holding IWB

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Telemus Beacon Investment's IWB Position: Q2 2013 in Review

Telemus Beacon Investment opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2013: 3,088 shares worth $278K. The stake represents 0.3% of the portfolio and ranks #57 among its holdings.

291 funds tracked by Wall St. Rank hold IWB as of Q2 2013.

Telemus Beacon Investment held 3,088 shares of iShares Russell 1000 ETF worth $278K as of Q2 2013.
iShares Russell 1000 ETF was a new Telemus Beacon Investment position in Q2 2013.
iShares Russell 1000 ETF made up 0.3% of Telemus Beacon Investment's portfolio in Q2 2013, its #57 holding.
291 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2013.

Based on Telemus Beacon Investment's 13F filing for Q2 2013, filed 14 Aug 2013.